SEC 13F Intelligence

Oaktop Capital Management II, L.P. / ASPN

Oaktop Capital Management II, L.P.’s Aspen Aerogels Inc Position

Does Oaktop Capital Management II, L.P. own Aspen Aerogels Inc (ASPN)? Yes — 5.17M shares worth $18M (+1.32% of its 13F portfolio) as of Q1 2026, up from 4.39M shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
5.17M
% of Portfolio
+1.32%
Quarters Held
30
currently held

Position History ASPN

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $18MQ3 ’19: $15MQ4 ’19: $20MQ4 ’19Q1 ’20: $17MQ2 ’20: $19MQ3 ’20: $32MQ4 ’20: $49MQ4 ’20Q1 ’21: $60MQ2 ’21: $88MQ3 ’21: $135MQ4 ’21: $146MQ4 ’21Q1 ’22: $101MQ2 ’22: $32MQ3 ’22: $29MQ4 ’22: $38MQ4 ’22Q1 ’23: $24MQ2 ’23: $25MQ3 ’23: $27MQ4 ’23: $50MQ4 ’23Q1 ’24: $59MQ2 ’24: $80MQ3 ’24: $98MQ4 ’24: $44MQ4 ’24Q1 ’25: $28MQ2 ’25: $26MQ3 ’25: $31MQ4 ’25: $12MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.17M$18M+1.32%
Q4 20254.39M$12M+1.05%
Q3 20254.39M$31M+2.77%
Q2 20254.39M$26M+2.80%
Q1 20254.39M$28M+3.74%
Q4 20243.74M$44M+5.55%
Q3 20243.54M$98M+10.70%
Q2 20243.34M$80M+8.16%
Q1 20243.34M$59M+6.79%
Q4 20233.19M$50M+6.68%
Q3 20233.19M$27M+4.58%
Q2 20233.19M$25M+3.83%
Q1 20233.19M$24M+4.00%
Q4 20223.19M$38M+6.74%
Q3 20223.19M$29M+5.92%
Q2 20223.19M$32M+5.71%
Q1 20222.94M$101M+14.47%
Q4 20212.94M$146M+17.65%
Q3 20212.94M$135M+18.74%
Q2 20212.94M$88M+12.59%
Q1 20212.94M$60M+9.22%
Q4 20202.94M$49M+8.65%
Q3 20202.94M$32M+7.11%
Q2 20202.94M$19M+4.55%
Q1 20202.84M$17M+5.34%
Q4 20192.59M$20M+5.28%
Q3 20192.59M$15M+3.17%
Q2 20192.59M$18M+3.98%
Q1 20192.59M$7M+1.38%
Q4 20182.59M$6M+1.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oaktop Capital Management II, L.P.’s full portfolio or all institutional holders of ASPN.